Meet The Team
Our role is to provide sound wealth management for our clients. This includes developing the financial planning specifics, investment strategy and implementation, and insurance policy reviews, strategies and implementation.
Initial consultations typically will typically consist of discussing overall general financial and life goals and objectives along with concerns about your current financial situation. This will include a lengthy discussion about your overall financial picture, including cash flow, debts and insurance. Knowledge of those areas is critical before addressing investments and retirement planning.
This holistic approach to wealth management and close alliance with our clients' attorneys and CPA's allows us to help you in getting your entire financial picture to work together.
Our team includes the support of professionals affiliated with our closely connected strategic partners Cetera Financial Group, Horizon Advisor Network (part of Horizon Financial Group).
President / Financial Advisor
As a CFP® professional, James' experience in the financial industry, as an engineer, military aviator and manager have refined the critical thinking & risk management skills essential to providing quality investment advice.
Ronnie Soto has over three decades of money management experience, with fifteen plus years working as an Investment Advisor Representative. More recently, he has shifted into the independent sector, which allows him to provide holistic...
Joel has almost 30 years experience as a licensed life and health insurance agent and small business banker. His experience in providing risk management solutions and business succession & operations assistance, have given him the...
Client Service Associate
Kloe is commissioned as a Notary Public in the state of Oregon, allowing us to take care of any notary needs you have right here in the office!
As the Compliance Director and OSJ Delegate for Horizon Financial Group, Colby handles all supervision duties on behalf of Horizon Financial Group, interacting with Advisors and their staff as well as conferring and consulting with...
Senior Attorney, Advanced Planning Group
Juliet A. Hendrickson is a senior attorney in the Advanced Planning Group for Cetera Financial Group, a leading network of independent broker-dealer firms. The platform is the second largest independent financial advisor network in the...
Senior Vice President, Advanced Planning Group
As senior vice president of the Advanced Planning Group, Stan Smiley is responsible for the development and implementation of advanced planning strategies for Cetera Financial Group, a leading network of independent broker-dealer firms...
Client Service Manager
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.